Wealthsimple US’s New Jersey Resources NJR Stock Holding History

Wealthsimple US’s Portfolio NJR Stock Details NJR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-5,528	Closed	-$246K	–	34
2019 Q4	$246K	Buy	+5,528	New	+$239K	0.2%	30

Other funds holding NJR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Wealthsimple US's NJR Position: Q1 2020 in Review

Wealthsimple US sold out of New Jersey Resources (NJR) in Q1 2020, closing a stake of 5,528 shares — an estimated $246K sold.

Wealthsimple US first reported a position in NJR in Q4 2019 and held it in 1 quarter. The position peaked at $246K in Q4 2019. 247 funds tracked by Wall St. Rank hold NJR as of Q1 2020.

Wealthsimple US reported no remaining New Jersey Resources position as of Q1 2020 after selling out during the quarter.
Wealthsimple US sold 5,528 New Jersey Resources shares in Q1 2020, an estimated $246K.
Wealthsimple US first reported a position in New Jersey Resources in Q4 2019 and held it in 1 quarter.
Wealthsimple US's New Jersey Resources position peaked at $246K in Q4 2019.
247 funds tracked by Wall St. Rank held New Jersey Resources as of Q1 2020.

Based on Wealthsimple US's 13F filing for Q1 2020, filed 12 May 2020.